ST JAMES LUTHERAN FDN OF LAFAYETTE INDIANA INC (EIN 237080293) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

MARK BOWMAN

Phone

7655327087

Tax Period

2023-01-01 to 2023-12-31

ST JAMES LUTHERAN FDN OF LAFAYETTE INDIANA INC, founded in 1967, is a small nonprofit that reported $121K in total revenue in fiscal year 2023. Revenue fell 88% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $42K, a strong 34% operating margin.

Mission

TO SUPPORT AND PROVIDE FOR THE LONG-TERM NEEDS OF THE ST JAMES LUTHERAN CHURCH OF LAFAYETTE, INDIANA

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,705

Program Service Revenue $0

Investment Income $98,523

Other Revenue $18,046

TOTAL REVENUE $121,274

Expense Breakdown

Grants Paid $68,584

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,584

Other Expenses $11,026

TOTAL EXPENSES $79,610

Year-over-Year Comparison

	2023	2022	Change
Revenue	$121,274	$1,009,036	-0.9%
Expenses	$79,610	$47,082	+0.7%
Net Income	$41,664	$961,954	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANN KEISER	PRESIDENT	0.50	Officer Director	$0	$0	$0
DAVE SATTLER	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
MARK BOWMAN	SECRETARY	0.50	Officer Director	$0	$0	$0
KATHY COWANS	TREASURER	1.00	Officer Director	$0	$0	$0
JACOB GRIFFIN	DIRECTOR	0.50	Director	$0	$0	$0
BARBARA FRANCIS	DIRECTOR	0.50	Director	$0	$0	$0
RANDY STRAKIS	DIRECTOR	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$121,274	$79,610	$2,692,257	$41,664
2022	$1,009,036	$47,082	$2,389,138	$961,954
2021	$219,222	$9,396	$2,045,644	$209,826
2020	$144,604	$41,792	$1,833,368	$102,812
2019	$56,301	$34,440	$1,631,502	$21,861
2018	$66,808	$41,810	$1,505,548	$24,998

ST JAMES LUTHERAN FDN OF LAFAYETTE INDIANA INC